1IC
LM

1919 Investment Counsel’s Legg Mason, Inc. LM Stock Holding History

1919 Investment Counsel’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,000
Closed -$67K – 1032
2013
Q3 		$67K Hold
2,000
– – ﹤0.01% 644
2013
Q2 		$63K Buy
+2,000
New +$65.4K ﹤0.01% 646

Other funds holding LM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

1919 Investment Counsel's LM Position: Q4 2013 in Review

1919 Investment Counsel sold out of Legg Mason, Inc. (LM) in Q4 2013, closing a stake of 2,000 shares — an estimated $67K sold.

1919 Investment Counsel first reported a position in LM in Q2 2013 and held it in 2 quarters. The position peaked at $67K in Q3 2013. 356 funds tracked by Wall St. Rank hold LM as of Q4 2013.

  • 1919 Investment Counsel reported no remaining Legg Mason, Inc. position as of Q4 2013 after selling out during the quarter.
  • 1919 Investment Counsel sold 2,000 Legg Mason, Inc. shares in Q4 2013, an estimated $67K.
  • 1919 Investment Counsel first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 2 quarters.
  • 1919 Investment Counsel's Legg Mason, Inc. position peaked at $67K in Q3 2013.
  • 356 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2013.

Based on 1919 Investment Counsel's 13F filing for Q4 2013, filed 14 Feb 2014.